WIM
DTV

Waverton Investment Management’s DIRECTV COM STK (DE) DTV Stock Holding History

Waverton Investment Management’s Portfolio DTV Stock Details DTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-80,130
Closed -$5.53M – 174
2013
Q4 		$5.53M Hold
80,130
– – 0.28% 59
2013
Q3 		$4.79M Buy
+80,130
New +$4.93M 0.28% 63

Other funds holding DTV

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Waverton Investment Management's DTV Position: Q1 2014 in Review

Waverton Investment Management sold out of DIRECTV COM STK (DE) (DTV) in Q1 2014, closing a stake of 80,130 shares — an estimated $5.53M sold.

Waverton Investment Management first reported a position in DTV in Q3 2013 and held it in 2 quarters. The position peaked at $5.53M in Q4 2013. 803 funds tracked by Wall St. Rank hold DTV as of Q1 2014.

  • Waverton Investment Management reported no remaining DIRECTV COM STK (DE) position as of Q1 2014 after selling out during the quarter.
  • Waverton Investment Management sold 80,130 DIRECTV COM STK (DE) shares in Q1 2014, an estimated $5.53M.
  • Waverton Investment Management first reported a position in DIRECTV COM STK (DE) in Q3 2013 and held it in 2 quarters.
  • Waverton Investment Management's DIRECTV COM STK (DE) position peaked at $5.53M in Q4 2013.
  • 803 funds tracked by Wall St. Rank held DIRECTV COM STK (DE) as of Q1 2014.

Based on Waverton Investment Management's 13F filing for Q1 2014, filed 24 Apr 2014.